RH
CFP
RH
CFP

Rubina Hossain

5 Years of Experience

Rubina Hossain is a CFP-designated registered investment advisor at Meira Wealth, based in Coral Gables, FL, with 5 years of industry experience. Rubina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 3 more. Their firm serves 179 clients with $280M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
179 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$279.6M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.40%
$10M+0.25%

The Investment Management fee can be influenced by several factors and may change. Current client relationships may exist where the fees are higher or lower than the fee schedule above. Occasionally, various related client accounts may be grouped together to qualify for reduced advisory fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

121 Alhambra Plaza, Suite 1000, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rubina is an author/editor responding to media inquiries on financial planning topics, dedicating a few hours per week. She also volunteers providing pro-bono financial advice and planning to various organizations, including Savvy Ladies and Minority Wealth Gap, and volunteers with the CFP Board.

Employment History
Current Registrations
Meira Wealth
November 2021 - Present · 4 yrs 5 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
November 2020 - October 2021 · 11 mos
State Registrations2 states
FLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.